DFX Intelligence
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Registered advisor
J••••• A••••• V••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J••••• A••••• V••••••••• A• V••••••••• A••••• V••••••••• V••••••
At current firm
4 y
since May 25, 2022
In the industry
17 y
since May 7, 2009 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- W•••• F•••• A••••••• wirehouse currentsince May 25, 2022 · Temecula, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 5, 2019 to May 26, 2022 · Ontario, Ca
- U••• B•••••• I••••••••• I••• formerOct 3, 2017 to Apr 26, 2019 · Rancho Cucamonga, Ca
- W•••• F•••• A••••••• wirehouseJan 3, 2011 to Oct 6, 2017 · Glendora, Ca
- W•••• F•••• I••••••••• L•• unclassifiedMay 8, 2009 to Jan 3, 2011 · Rancho Cucamonga, Ca
Moves
a registration end followed by a registration begin elsewhere
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••left May 26, 2022, registered May 25, 2022 (-1 days) · Wirehouse to wirehouse · moved with a team
- U••• B•••••• I••••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Apr 26, 2019, registered Apr 5, 2019 (-21 days) · Affiliated broker-dealer or bank to wirehouse
- W•••• F•••• A••••••• to U••• B•••••• I••••••••• I•••left Oct 6, 2017, registered Oct 3, 2017 (-3 days) · Other
- W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
Signals
- ••• LockedMay 26, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address